Overview
Assets Under Management: $269 million
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 75
Average Client Assets: $4 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 75
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 94.69
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 188
Discretionary Accounts: 188
Regulatory Filings
CRD Number: 136069
Last Filing Date: 2024-03-06 00:00:00
Website: https://fieldsgottscho.com